170 Planning Assistant jobs in the United Kingdom
Planning Assistant
Posted 13 days ago
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Job Description
Planning Assistant
Location: Remote
Salary: 15 per hour
Job Type: Temporary - 3 months - possibility of extension
Are you an organised individual with a knack for planning and coordination? Do you thrive in a dynamic environment where every detail matters? If so, we have an exciting opportunity for you! Our client, a forward-thinking organisation, is seeking a passionate and detail-oriented Planning Assistant to join their team to help support through a period of restructure.
As a Planning Assistant, you will play a vital role in ensuring the seamless operation of asset and network maintenance. Your responsibilities will include:
- Managing Maintenance Plans: utilise D365 or similar systems to effectively plan and oversee asset and network maintenance.
- Scheduling Field Engineers: optimise scheduling to minimise downtime and enhance efficiency.
- Coordination: Work closely with cross-functional teams to ensure smooth maintenance, upgrades, and project execution.
- Data-Driven Decisions: analyse data to inform maintenance and investment decisions, ensuring optimal performance.
- Work Scheduling: Create work schedules, allocate resources, and manage budgets effectively.
- Reporting: Regularly report on performance and future initiatives to senior management.
- Emergency Planning: Contribute to emergency planning and business continuity efforts.
- ISO Standards: Uphold company policies and maintain ISO standards.
Who You Are:
- Detail-Oriented: You have a keen eye for detail and a methodical approach to planning.
- Team Player: Collaboration is at the heart of what you do; you enjoy working with various teams to achieve common goals.
- Analytical Mindset: You are data-savvy and can use information to drive effective decision-making.
- Proactive: You anticipate needs and act swiftly to address challenges and opportunities.
- Compliance-Focused: You understand the importance of adhering to safety, environmental, and regulatory standards.
Why Join Our Client?
Dynamic Environment: Be part of a vibrant team that values innovation and collaboration.
Supportive Culture: Experience a workplace where your contributions are recognised and valued.
Ready to Take the Next Step?
If you're excited about making a difference and bringing your planning expertise to a collaborative team, we want to hear from you!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Financial Planning Assistant
Posted 4 days ago
Job Viewed
Job Description
We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £B.
The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.
Key Responsibilities:
- Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
- Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
- Oversee the implementation of advice, working closely with technical and administrative colleagues
- Support onboarding of new clients, including preparation of proposals and necessary documentation
- Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
- Maintain accurate records and ensure all CRM systems are up to date
- Own and manage the annual review diary to ensure timely and compliant reviews
- Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)
What We’re Looking For:
- Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
- Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
- A high level of attention to detail, organisational ability, and confidence handling numbers
- Desire to progress within financial planning - exam support will be offered
- A team player with a proactive mindset and a genuine interest in building long-term client relationships
Package:
- Salary: £35,000 5,000 depending on experience
- Annual discretionary bonus
- Private Medical Insurance
- Income Protection
- Season Ticket Loan
- Death in Service cover
- Employee Assistance Programme
- Subsidised Gym Membership
- Cycle to Work Scheme
- Hybrid working
This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.
Financial Planning Assistant
Posted 4 days ago
Job Viewed
Job Description
We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £B.
The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.
Key Responsibilities:
- Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
- Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
- Oversee the implementation of advice, working closely with technical and administrative colleagues
- Support onboarding of new clients, including preparation of proposals and necessary documentation
- Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
- Maintain accurate records and ensure all CRM systems are up to date
- Own and manage the annual review diary to ensure timely and compliant reviews
- Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)
What We’re Looking For:
- Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
- Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
- A high level of attention to detail, organisational ability, and confidence handling numbers
- Desire to progress within financial planning - exam support will be offered
- A team player with a proactive mindset and a genuine interest in building long-term client relationships
Package:
- Salary: £35,000 5,000 depending on experience
- Annual discretionary bonus
- Private Medical Insurance
- Income Protection
- Season Ticket Loan
- Death in Service cover
- Employee Assistance Programme
- Subsidised Gym Membership
- Cycle to Work Scheme
- Hybrid working
This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.
Wealth Planning Assistant
Posted today
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Job Description
Wealth Planning Assistant
Posted 2 days ago
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Job Description
Job Title: Wealth Planning Assistant
Location - Worcester
30k + Bonus + Bens
Key Responsibilities
- Meet and greet clients at respective locations.
- Handle client correspondence and post.
- Prepare letters of authority for signing.
- Prepare client application forms in line with suitability report recommendations, ensuring they are actioned promptly and accurately within agreed timeframes.
- Accurately create and maintain client records in XPlan and any associated systems.
- Ensure all tasks are completed in line with established business processes.
Client Support
- Contribute to efficiency improvement initiatives and share best practices.
- Carry out other relevant duties within the remit of the role as reasonably directed by management.
- Undertake technical or other relevant training as required.
- Proactively develop knowledge of the industry and market. Maintain and record Continuous Professional Development (CPD) to build knowledge and skills.
Competencies
Technical / Qualifications
- Full understanding of the end-to-end wealth planning process.
- Knowledge of financial planning products.
Systems / Internal Processes
- Proficient in Microsoft Office, particularly Word and Excel.
- Experience with XPlan (desired).
- Experience with Voyant (desired).
Regulatory Awareness / Compliance
- Understand and follow all relevant regulatory and compliance requirements for the role.
- Escalate any areas of concern or issue in a timely manner.
Core Competencies / Skills
- Excellent customer service skills.
- Strong interpersonal and communication skills.
- Good knowledge of financial planning products.
- Strong numerical ability.
- High attention to detail and accuracy.
- Effective planning and prioritisation skills.
Financial Planning Assistant/Support
Posted 6 days ago
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Job Description
Opportunity: Financial Planning Assistant
Location: central London
Salary: £40K + DOE and bonus/benefits
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.
About the Role
As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.
Key Responsibilities Include:
Supporting advisers with administrative tasks including preparing valuations and meeting packs
Submitting new business and managing pipelines, including Letters of Authority and chasing provider information
Liaising with clients and providers, and maintaining CRM and back-office systems
Logging fees/commissions, screening emails and calls, and managing diaries
Acting as a point of contact for client queries
Maintaining compliant client files (including AML documentation)
Preparing basic suitability reports
Supporting with ad-hoc tasks and internal projects
About you:
They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.
You will possess :
A strong understanding of the financial services industry
Familiarity with FCA regulations, particularly the Code of Conduct (COCON)
Previous experience with Intelliflo (Essential) and moneyinfo (desirable)
High proficiency with Microsoft 365 applications
Excellent communication and interpersonal skills
Strong organisational skills and attention to detail
A proactive mindset and the ability to work both independently and as part of a team
Qualifications & Training:
Ongoing training and development opportunities will be provided post-probation
Commitment to continuous learning and regulatory awareness is essential
Personal Attributes:
Professional and positive attitude
Strong work ethic with a commitment to high standards
Willingness to adapt and take on new challenges
Able to thrive under pressure and manage competing deadlines
CV to
Financial Planning Assistant/Support
Posted 6 days ago
Job Viewed
Job Description
Opportunity: Financial Planning Assistant
Location: central London
Salary: £40K + DOE and bonus/benefits
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.
About the Role
As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.
Key Responsibilities Include:
Supporting advisers with administrative tasks including preparing valuations and meeting packs
Submitting new business and managing pipelines, including Letters of Authority and chasing provider information
Liaising with clients and providers, and maintaining CRM and back-office systems
Logging fees/commissions, screening emails and calls, and managing diaries
Acting as a point of contact for client queries
Maintaining compliant client files (including AML documentation)
Preparing basic suitability reports
Supporting with ad-hoc tasks and internal projects
About you:
They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.
You will possess :
A strong understanding of the financial services industry
Familiarity with FCA regulations, particularly the Code of Conduct (COCON)
Previous experience with Intelliflo (Essential) and moneyinfo (desirable)
High proficiency with Microsoft 365 applications
Excellent communication and interpersonal skills
Strong organisational skills and attention to detail
A proactive mindset and the ability to work both independently and as part of a team
Qualifications & Training:
Ongoing training and development opportunities will be provided post-probation
Commitment to continuous learning and regulatory awareness is essential
Personal Attributes:
Professional and positive attitude
Strong work ethic with a commitment to high standards
Willingness to adapt and take on new challenges
Able to thrive under pressure and manage competing deadlines
CV to
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Location Planning Assistant (8 month FTC)
Posted 4 days ago
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Job Description
Are you an independent thinker with a curious mind and a passion for data?
We're looking for a Location Planning Analyst to join our dynamic team and help shape the future of restaurant development across the UK and Ireland.
This is a unique opportunity to be part of our highly successful Development team, supporting the acquisition and growth of new restaurants. You'll play a key role in evaluating new opportunities, analysing data, and influencing strategic decisions.
What You'll Be Doing
+ Analyse internal and external data to support decision-making and strategy development.
+ Re-assess sales and impact estimates for pipeline sites as part of the re-approval process.
+ Maintain and enhance databases covering our estate, competitors, and other points of interest.
+ Track and report on competitor activity, providing insights into their strategy.
+ Collaborate with external consultants and data suppliers to maximise value.
+ Monitor post-opening performance and provide actionable insights to inform future strategy.
+ Respond to wider business requests for geo-demographic data and analysis.
Requsition ID: REF9457R_
Office Administration and Facilities Assistant
Posted 4 days ago
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Job Description
Our client, based in South Cambridge, is looking for an office administration and facilities assistant to join their growing team. The office administration and facilities assistant will be responsible for supporting facilities management, and health and safety requirements, and will be part of a cross functional team. The role is office based, and is 4 days per week (Monday-Thursday) 8.30am-5.00pm.
Responsibilities will include:
- Health and safety
- Insurance renewals
- Organising premises repairs and renewals
- Maintaining vehicle logs and rentals
- Maintainance of company phones
- Negotiations with suppliers (e.g. Electricity tariff negotiation)
- First Aid
- Supporting the office with other areas of administration when required (e.g. assisting with stock counts; updating CRM; credit control)
The ideal candidate will have the following skills and experience:
- Clear written and spoken English
- Computer literate and competent user of CRM systems and Microsoft Office
- Customer service focused
Due to the location, candidates will need to have their own transport to travel to work.